Remote Tax Advisor — 1040 Returns & Guidance

Intuit, Inc.; Bloomington (IL); Remote; USD 29,000 - 37,000; Full time

Benefits offered by this job

Bonus opportunities

Equity rewards

Benefits

Virtual work environment

Job summary

Intuit, Inc. is seeking a motivated tax preparation professional to assist TurboTax customers remotely. You will guide clients through tax concepts, prepare returns, and respond to product questions with clear, everyday language.

The role requires 2+ years of recent 1040 experience, a PTIN, knowledge of Circular 230, and availability for at least 20 hours weekly. Bilingual English/Spanish is a plus; you must reside in the United States.

Qualifications

• 2+ years of federal/state 1040 tax return prep for 30+ clients per season.
• Active PTIN and ability to obtain state licenses/certificates.
• Knowledge of Circular 230.
• Willing to work at least 20 hours per week.
• Proficient with technology and software applications.

Responsibilities

• This is a virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and apply policies to resolve inquiries.
• Meet KPI metrics and participate in pilot projects and trainings.

Skills

Customer service

Communication skills

Problem solving

Tech literacy

Bilingual (English/Spanish)

Tools

Tax preparation software

Smartlook

Job description

Intuit, Inc. is seeking a motivated tax preparation professional to assist TurboTax customers remotely. You will guide clients through tax concepts, prepare returns, and respond to product questions with clear, everyday language.

The role requires 2+ years of recent 1040 experience, a PTIN, knowledge of Circular 230, and availability for at least 20 hours weekly. Bilingual English/Spanish is a plus; you must reside in the United States.